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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,332 | $86,938-19.1% | $102,423-31.3% | $80,925-13.1% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.7%-10.8pp |
| Annual return | 26.55% | 18.89%+7.7pp | 29.42%-2.9pp | 35.65%-9.1pp |
| Employer contribution / active EE | $1,679 | $2,369-29.1% | $3,023-44.5% | $2,756-39.1% |
| Participant deferral / active EE | $1,621 | $4,120-60.6% | $5,054-67.9% | $4,299-62.3% |
| Admin fee / account holder | $9,143 | $8,053+13.5% | $9,455-3.3% | $6,940+31.7% |